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Fortitude Advisory Group’s Sherwin-Williams SHW Stock Holding History

Fortitude Advisory Group’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-43
Closed -$11K – 1079
2022
Q1 		$11K Sell
43
-46
-52% -$12.7K 0.01% 1000
2021
Q4 		$31K Buy
+89
New +$28.8K 0.02% 701

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fortitude Advisory Group's SHW Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 43 shares — an estimated $11K sold.

Fortitude Advisory Group first reported a position in SHW in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 43 Sherwin-Williams shares in Q2 2022, an estimated $11K.
  • Fortitude Advisory Group first reported a position in Sherwin-Williams in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Sherwin-Williams position peaked at $31K in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.